The Trade Strategist
Jun DuTrade policy decoded for decision-makers. I translate complex shifts in global commerce, US-China competition, and European strategy into frameworks you can use—drawing on sources and perspectives Western analysis typically overlooks.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | a year ago | Last Issue | 17 days ago |
| Active | |||||
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jundu1.substack.comLatest Issues
Industrial Strategy for the Bigger Half
On Thursday this week I have enjoyed listening to a panel at Oxford University’s Blavatnik School of Government on “Industrial Policy under Pressure”. The renowned economists Joseph Stiglitz, Ha-Joon Chang and Xiaolan Fu spent an hour and a...
The Productive Foundations of a Middle Power
On Thursday, Donald Trump threatened to impose “a big tariff” on the United Kingdom unless it drops its digital services tax — a 2 per cent levy on US tech firms that raises roughly £800 million a year (CNBC; Time). It was the third such th...
Making Devolution Deliver: Who Coordinates the Coordinators?
Last week, after I published my piece on Britain’s competitiveness map, a senior figure at the Department for Business and Trade asked me a question I haven’t been able to stop thinking about. The substack was an excellent read, he said — b...
Britain Needs a New Map of Competitiveness
Competitiveness for Britain cannot mean what it means for the United States or China. Britain is a middle-sized, trade-dependent economy. It cannot impose terms through scale, dominate technological chokepoints, or absorb external shocks wi...
Is Trump a Secret Agent for BYD?
A joke has been doing the rounds on Chinese social media this week: Donald Trump is secretly BYD’s sales representative in the West. By picking a fight with Iran, shutting down the Strait of Hormuz and sending oil prices through the roof, h...
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Academic, thinker, speaker, global trotter
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